Family Office Goes Ag-Tech

Featuring Andy Cosh

Food for thought: Andrew Cosh, Managing Director at Colindale, invests in all the aspects of food production, delving deep into the issues around soil, water, renewable energy, waste, food safety, and more.

Published on
6 October, 2016
Topic
Investment Framework, Technology, Food agriculture
Duration
26 minutes
Asset class
Equities, Commodities
Rating
64

Comments

  • Sv

    Sid v.

    13 10 2016 19:05

    0       0

    fascinating discussion of how family investments are managed these days as well as the look at direct investement in the ag space.

  • SS

    Sam S.

    8 10 2016 13:14

    7       1

    How can anyone find fault with this RV interview. Direct, honest, challenging, ALL GOOD! R. Pal thanks for standing up and saying like it is. Bravo!

  • js

    jacob s.

    7 10 2016 01:54

    0       1

    Currently an American working in Indonesia but wanting to become a farmer. Is there a way for an America to go to Australia and buy land and become a farmer?

  • jd

    john d.

    6 10 2016 21:42

    4       0

    Really appreciated this interview. As a NZer we have a very similar agricultural based economy to Australia (without the mineral wealth!). I can see the importance of Asia to our agri-business sector growing, especially in due to traceability and food quality concerns from Asia. At present in NZ (and Australia) we do very little value add - just ship a commodity for others to make big margin on through producing brands (e.g. our largest dairy exporter Fonterra). The difficulty for NZ/ Australian investors is how to invest as most of the opportunities are either family run farms at the bottom of the supply chain, cooperative food processors producing a low value add commodity or private and unknown about smaller niche businesses. There are very few publicly listed vehicles in this space to invest in. Comvita Honey who produce high value add medical products from Manuka Honey is one great example. Personally I am actively looking to invest in this theme so found this interview excellent. The Asian food theme is a massively important one (NZ and Australia are increasingly becoming Asia's food bowl). Cheers John.

  • JV

    JACK V.

    6 10 2016 18:28

    17       0

    Sorry Raoul - My earlier comment was actually intended to encourage others to invest the time to get to the higher value/more interesting content (which was later in the video). In fact, I neither stated nor inferred that he "doesn't count." My main point was that I almost turned off the video after the first couple of minutes (of the unactionable family history bits), but, as indicated in my original post, the later material was valuable and I was glad that I continued watching.

  • LA

    Linda A.

    6 10 2016 17:58

    0       0

    Great investments will be companies like American Water that supplies chemicals, maintenance for the equipment, repairs to the waste treatment/ozone system. These systems are expensive to maintain but I assume competition will make it more affordable for all hi rise properties.

  • LA

    Linda A.

    6 10 2016 17:53

    6       0

    Thank u Andy! Not only is water a utility but a valuable renewable energy. Hydropower supplies ~ 10% of the US's energy but anticipated to grow. For the past decade water in our NYC green bldgs. are recycled from blackwater (toilet water) for hand washing etc. Rain is captured in the roof gardens and used throughout the bldg. Water is going to be an increasingly important and profitable investment just like electricity.

  • RP

    Raoul P.

    6 10 2016 16:14

    39       1

    @ Jack Commenting on how someone was born into wealth and thus doesn't count has no place here. We are about intelligent opinion regardless of peoples inherent bias's as to whether that opinion counts even they dont fit into someones socio economic construct. Judge the content, not the person.

  • JV

    JACK V.

    6 10 2016 12:24

    4       15

    Almost stopped watching during the first few minutes. Not terribly interested in hearing a guy born on third base telling me how he got to home plate (sorry for the American sports analogy). However, the overall discussion was thoughtful and I appreciate the speaker sharing his informed views on global food/agriculture.